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Invesco FTSE RAFI Emerging Markets ETF

85 hedge funds and large institutions have $669M invested in Invesco FTSE RAFI Emerging Markets ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 8785 (-2)

8.09% less ownership

Funds ownership: 72.69%64.6% (-8.1%)

19% less capital invested

Capital invested by funds: $830M → $669M (-$161M)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
18
Increased
33
Reduced
19
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$2.02M -$51.7K -2,325 -2%
RFM
27
Royal Fund Management
Florida
$2M +$2.15M +96,790 New
Wells Fargo
28
Wells Fargo
California
$1.94M -$5.28M -237,538 -72%
JWA
29
JFS Wealth Advisors
Pennsylvania
$1.78M -$272K -12,252 -12%
CCM
30
Chilton Capital Management
Texas
$1.74M +$579K +26,020 +45%
6M
31
6 Meridian
Kansas
$1.64M +$37K +1,662 +2%
EK
32
Evensky & Katz
Florida
$1.3M +$1.05M +47,289 +301%
TA
33
Tiedemann Advisors
New York
$1.28M -$115K -5,167 -8%
BTS
34
BB&T Securities
Virginia
$1.21M +$65K +2,925 +5%
Stifel Financial
35
Stifel Financial
Missouri
$1.04M +$48K +2,161 +4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$941K +$213K +9,599 +27%
OGC
37
Oak Grove Capital
New Hampshire
$891K
HSBC Holdings
38
HSBC Holdings
United Kingdom
$754K -$66.7K -3,000 -8%
CA
39
Cetera Advisors
Colorado
$661K +$712K +32,021 New
N
40
Natixis
France
$645K -$3.42K -154 -0.5%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$627K -$2.16M -97,101 -76%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$599K
RJFSA
43
Raymond James Financial Services Advisors
Florida
$569K -$2.24M -100,638 -79%
ACP
44
Aviance Capital Partners
Florida
$544K +$586K +26,352 New
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$541K -$5.47K -246 -0.9%
HighTower Advisors
46
HighTower Advisors
Illinois
$517K +$34K +1,531 +7%
Renaissance Technologies
47
Renaissance Technologies
New York
$472K -$122K -5,499 -19%
CFA
48
Carroll Financial Associates
North Carolina
$465K +$342K +15,400 +217%
OC
49
Oppenheimer & Co
New York
$420K -$4.45K -200 -1%
ACA
50
Atlas Capital Advisors
Wyoming
$355K